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Clarus Wealth Advisors’s WEC Energy WEC Stock Holding History

Clarus Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-195
Closed -$16K – 548
2019
Q2 		$16K Buy
195
+1
+0.5% +$80 0.01% 394
2019
Q1 		$15K Sell
194
-2,604
-93% -$193K 0.01% 467
2018
Q4 		$194K Buy
2,798
+21
+0.8% +$1.48K 0.31% 84
2018
Q3 		$185K Buy
2,777
+46
+2% +$3.07K 0.12% 142
2018
Q2 		$171K Buy
+2,731
New +$170K 0.13% 134

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarus Wealth Advisors's WEC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of WEC Energy (WEC) in Q3 2019, closing a stake of 195 shares — an estimated $16K sold.

Clarus Wealth Advisors first reported a position in WEC in Q2 2018 and held it in 5 quarters. The position peaked at $194K in Q4 2018. 894 funds tracked by Wall St. Rank hold WEC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining WEC Energy position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 195 WEC Energy shares in Q3 2019, an estimated $16K.
  • Clarus Wealth Advisors first reported a position in WEC Energy in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's WEC Energy position peaked at $194K in Q4 2018.
  • 894 funds tracked by Wall St. Rank held WEC Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.